to handle client interactions and support lead conversions from the office. The role involves engaging potential clients through phone calls and WhatsApp, explaining our investment platform, resolving queries, and assisting with the onboarding process.
Key Responsibilities:
Contact prospective clients via calls and WhatsApp
Present platform features and suggest suitable investment options
Qualify leads, follow up regularly, and close sales
Update and maintain accurate client information in the CRM
Meet daily, weekly, and monthly sales targets
Requirements:
Strong communication skills in English and Hindi (Malayalam is an added advantage)
Full-time, office-based position
Interest in finance, investments, or mutual fund products
Confident, self-driven, and strong in follow-up
Freshers with excellent communication skills are welcome to apply
Job Type: Full-time
Pay: ₹35,000.00 - ₹50,000.00 per month
Application Question(s):
CURRENT SALARY?
Work Location: In person
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